Institutional Ownership Ishares Trust Ishares Esg Awar (ESGD)
This table provides information about the institutional ownership of Ishares Trust Ishares Esg Awar (ESGD). We have compiled data on the 692 institutions that hold shares in the stock, with a total of 96.6 Million shares, which have been reported (via 13F filing form) to have a value of $8.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
79,190
shares
|
$7.23 Million
0.17% of portfolio
|
Q1 2025
Added 92.39%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
78,681
shares
|
$7.18 Million
0.01% of portfolio
|
Q1 2025
Added 42.56%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
74,327
shares
|
$6.78 Million
0.26% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
73,908
shares
|
$6.74 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
73,398
shares
|
$6.7 Million
0.06% of portfolio
|
Q2 2025
Added 111.21%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
72,604
shares
|
$6.63 Million
0.4% of portfolio
|
Q4 2023
Added 3.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
68,394
shares
|
$6.24 Million
0.08% of portfolio
|
Q2 2023
Added 31.57%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
67,133
shares
|
$6.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.26%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
65,342
shares
|
$5.96 Million
0.56% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
65,067
shares
|
$5.94 Million
1.4% of portfolio
|
Q2 2025
Added 9.04%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
65,009
shares
|
$5.93 Million
0.07% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
62,306
shares
|
$5.69 Million
0.32% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Quent Capital, LLC
|
Jul 21, 2025 Q2 2025 |
62,240
shares
|
$5.68 Million
0.56% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
61,550
shares
|
$5.62 Million
0.51% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
61,530
shares
|
$5.61 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
61,398
shares
|
$5.6 Million
0.65% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
61,117
shares
|
$5.58 Million
0.18% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
61,057
shares
|
$5.57 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.49%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
59,787
shares
|
$5.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
59,196
shares
|
$5.4 Million
0.0% of portfolio
|
Q1 2025
Added 39.39%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
58,991
shares
|
$5.38 Million
0.1% of portfolio
|
Q1 2025
Added 8.85%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
58,654
shares
|
$5.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
57,871
shares
|
$5.28 Million
0.13% of portfolio
|
Q2 2025
Reduced 41.99%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
57,700
shares
|
$5.27 Million
2.14% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
57,420
shares
|
$5.24 Million
0.06% of portfolio
|
Q1 2025
Added 21.24%
|